Activate the record generator

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Activate the record generator to the portal case and display the new guided playbook to the user. Portal users can navigate through the playbook steps to complete the case intake.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > Playbook Experience > Record Generators.
    2. In the list, select the Table name - sn_onboarding_case with Process Definition name - Onboarding with Self-Service.
    3. Select Edit.
    4. Select the Active check box.
    5. Select Update.